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中美贸易有共识,港股后市续看涨
Guodu Securities Hongkong·2025-06-12 01:54

Group 1: Market Overview - The report indicates that the Hong Kong stock market is expected to continue its upward trend following a consensus reached in the China-US trade framework, which has positively impacted Asian markets [4][9] - The Hang Seng Index closed at 24,366, up 204 points or 0.8%, marking a significant rebound after a period of consolidation [4][5] - The report highlights that foreign capital is gradually returning to the Hong Kong market, with a notable increase in new listings anticipated [7][8] Group 2: Company News - XPeng Motors announced a unified payment term of 60 days to suppliers, aligning with national policies aimed at promoting high-quality development in the automotive industry [11] - 康诺亚 (ConvaTec) plans to raise approximately 864 million HKD through a share placement at a discount of 6.5%, with proceeds allocated for R&D and operational expenses [12] - 海天味业 (Haitian Flavoring) is set to raise up to 9.556 billion HKD through an IPO, with funds earmarked for product development, capacity expansion, and enhancing global brand presence [13] Group 3: Economic and Policy Insights - The Financial Secretary of Hong Kong, Paul Chan, emphasized that the city will remain a "safe harbor" for international capital, supported by a stable currency peg to the US dollar [8] - The report notes that the Chinese government is encouraging domestic companies to explore Southeast Asian markets, which could stimulate regional economic growth [7][8] - In light of recent economic data showing signs of recovery in consumption and real estate, the report suggests that the Chinese economy is on a path to stabilization [9]